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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BII
626
Bainco International Investors
Massachusetts
$21K +$20.3K +155 New
PB
627
Pinnacle Bancorp
Nebraska
$20K
LF
628
Lee Financial
Texas
$19K -$131 -1 -0.7%
Jones Financial Companies
629
Jones Financial Companies
Missouri
$18K +$17.4K +133 New
AWA
630
Arkadios Wealth Advisors
Georgia
$17K -$63K -481 -79%
HNB
631
Huntington National Bank
Ohio
$17K +$6.94K +53 +73%
SBL
632
Sargent Bickham Lagudis
Colorado
$16K
DAC
633
Dividend Assets Capital
South Carolina
$16K +$15.8K +121 New
ST
634
Sageworth Trust
Pennsylvania
$16K +$16.4K +125 New
Rockefeller Capital Management
635
Rockefeller Capital Management
New York
$15K -$28.1K -215 -65%
CCM
636
Covington Capital Management
California
$15K
FTDI
637
First Trust Direct Indexing
Massachusetts
$15K +$14.5K +111 New
CCA
638
Childress Capital Advisors
Texas
$15K +$14.7K +112 New
M
639
MOTCO
Texas
$15K +$15.2K +116 New
SL
640
Savior LLC
Massachusetts
$14K
PFO
641
Pathstone Family Office
New Jersey
$14K +$13.6K +104 New
CIM
642
Contravisory Investment Management
Massachusetts
$13K
TCM
643
Tradewinds Capital Management
Washington
$13K
CCA
644
Catalyst Capital Advisors
New York
$13K +$13.2K +101 New
IRC
645
Investors Research Corp
Georgia
$12K
TWA
646
TCI Wealth Advisors
Arizona
$12K
TFM
647
TFC Financial Management
Massachusetts
$12K
RPWA
648
Regent Peak Wealth Advisors
Georgia
$12K +$12K +92 New
SLF
649
Sun Life Financial
Ontario, Canada
$11K
FGAM
650
Financial Gravity Asset Management
Texas
$11K +$11.4K +87 New

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.